See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,138 | $71,057-39.3% | $93,654-53.9% | $80,874-46.7% |
| Participation rate | 93.6% | 60.4%+33.2pp | 68.7%+24.9pp | 67.6%+26.0pp |
| Annual return | 12.48% | 11.26%+1.2pp | 133.34%-120.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,549 | $4,034-36.8% | $4,413-42.2% | $4,297-40.7% |
| Admin fee / account holder | $4,392 | $6,944-36.8% | $8,282-47.0% | $6,935-36.7% |